Frederic M.

CPA working in a Telecom company. I am looking for thoughtful interactions and other fun stuff about finance, economics & sports!

[Frederic M. @TheShane_Falco]

@spittinchiclets Might have something to do with the year round playing and the price tag…
Also, Quebec is bad but it’s not like Canada is doing great.

[Frederic M. @TheShane_Falco]

@GrandFendant Attention, meme les pintes de lait vont etre consignées! La chronique d’un desastre annoncé.

[Frederic M. @TheShane_Falco]

@SebMarinMD Calvaire la police pour du U12…en souhaitant que votre fille se porte bien.

[Frederic M. @TheShane_Falco]

@VezoVezir Nice! maintenant on veut savoir la suite si tu es revenu ou pas…

[Frederic M. @TheShane_Falco]

@Lartchy Pas une stats parfaite mais il a environ 30 points sur ses 70 qui n’inclut pas Kucherov cette annee. Ce n’est pas genant, mais ca indique qu’il y a quelqu’un qui surfait sur la vague un peu!

[Frederic M. @TheShane_Falco]

@VezoVezir Les epiciers se sont diversifiés et ne font pas que dans la nourriture, ie les pharmacies, avec produits a forte marge qui optimisent l’overhead. Loblaws/Weston camoufle essentiellement un REIT dans sa business…
Pas moi qui va les defendre, mais on doit nuancer.

[Frederic M. @TheShane_Falco]

@VezoVezir @matdrewin Je suis d’avis que regler le problème d’offre de logement créerait de la competition inhérente au niveau des courtiers et pousserait beaucoup d’incompetent hors de la profession.
Ca ne prend pas une grosse formation vendre une maison sans garantie legale en surenchère.

[Frederic M. @TheShane_Falco]

@perreaux Having coaches chosing to resign is not a great look either. I add Bowness to the bucket as he came out of retirement rather quickly

[Frederic M. @TheShane_Falco]

@clitauvife Les autres surintendants deja à l’emploi de la firme devraient prendre des notes!

[Frederic M. @TheShane_Falco]

@BenjaminStJacq3 @GrandFendant Interessant. Ce qui aiderait les moins biens nantis à profiter du CELI ca serait qu’ils l’investissent.
Dans le passé on disait que ca avoisinait 40-50% des CELI ouvert qui etaient non investis. Ca indique que cest possiblement un fond d’urgence pour plusieurs, non de l’epargne

[Frederic M. @TheShane_Falco]

@David_Moscrop Is it a non-profit?

[Frederic M. @TheShane_Falco]

@VezoVezir Il joue la game qui n’apparait pas sur la scoresheet.
À l’opposé, Bouchard on pourrait dire, ne joue que la game de la scoresheet!

[Frederic M. @TheShane_Falco]

@GrandFendant Effectivement, le risque de derive est present. Dans tous les cas, la ligne serait mieux encadrée si l’ensemble des policiers portaient une camera. En 2026, ce n’est plus un luxe

[Frederic M. @TheShane_Falco]

@VezoVezir @Lelibertarien1

[Frederic M. @TheShane_Falco]

@paul__sullivan @CDInewsletter @ExnerPirot And 3. Scale, mainly with distribution centers, and favorable vendor agreement through volume.
Also, all major grocers in canada have sweetened their margins as they branched out in pharmacy.

This whole thing is preposterous. I used to apreciate Jack Layton

[Frederic M. @TheShane_Falco]

@Luke_Swanson_ @jasonpereira Where are the “appeal to authority” people now?
I would point out I never questioned his credentials nor his ability to do his job.
My interactions and the intent behind them were described in my other reply to you!

[Frederic M. @TheShane_Falco]

@jasonpereira Ok. Good thing I’m not as easily offended as you on what you presumably would qualify as personal attack !

[Frederic M. @TheShane_Falco]

@AravindSitham @jasonpereira Cost basis is irrelevant if you want to prospectively make an investment decision.
BRK rarely, if ever, made the triangulation of cost basis of a security to its div income in the CEO letter, contrasting with Buffett’s letters. Lots have pointed it out online as well.

[Frederic M. @TheShane_Falco]

@jasonpereira Read “When Genius Failed” for “empirical evidence”. You are also allowed to answer any of my previous tweet that asked you effectively to nuance your stance. You dont seem inclined to do so. Good day sir

[Frederic M. @TheShane_Falco]

@Luke_Swanson_ @jasonpereira I dont need convincing on yield on cost. I interacted with him based on his initial tweet saying if you mention it you have no idea what you are talking about.
I offered a counter asking if BRK CEO knew what he was talking about.
Nuance gets lost in twitter. I had my hopes up